See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET, SUITE 1000 · PHILADELPHA, PA 19103 | Contract Administrator | $28,623 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 22-2799756 | Investment Management | $19,349 |
SEIDMAN PRIVATE ADVISORS, LLC1 year Service code 27 520 KIRKLAND WAY. STE.300 · KIRKLAND, WA 98033 | Advisory (Plan) | $11,747 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,648 | $100,801-59.7% | $149,696-72.8% | $73,409-44.6% |
| Participation rate | 78.9% | 77.7%+1.3pp | 82.5%-3.5pp | 72.2%+6.8pp |
| Annual return | 4.03% | 265.34%-261.3pp | 276.60%-272.6pp | 59.29%-55.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,003 | $6,404-84.3% | $6,842-85.3% | $3,805-73.6% |
| Admin fee / account holder | $209 | $181+15.5% | $9,309-97.8% | $158+32.3% |